See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,735 | $209,411+99.0% | $178,490+133.5% | $158,922+162.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.75% | 188.75%-162.0pp | 151.07%-124.3pp | 302.83%-276.1pp |
| Employer contribution / active EE | $11,246 | $5,706+97.1% | $5,011+124.4% | $4,761+136.2% |
| Participant deferral / active EE | $12,130 | $5,954+103.7% | $5,202+133.2% | $5,982+102.8% |
| Admin fee / account holder | $5,758 | $17,074-66.3% | $13,984-58.8% | $11,246-48.8% |